Wealth Advisor

Curi Capital; Lake Forest (IL); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Comprehensive health benefits

Annual bonus opportunity

401(k) with employer match

Flexible time off

13 paid holidays annually

Job summary

A national registered investment advisory firm is seeking a passionate Wealth Advisor to offer comprehensive wealth planning advice and grow client relationships. This role requires a Certified Financial Planner designation, five years of wealth management experience, and a strong commitment to serving clients. The position is based in Lake Forest, Illinois, with a competitive salary range of $120,000 - $200,000. Comprehensive benefits include health insurance, education assistance, and a 401(k) plan.

Qualifications

• Five years of relevant experience managing all facets of wealth management.
• Experience serving physicians is preferred but not required.
• Demonstrate strong, established client relationships.

Responsibilities

• Offer comprehensive wealth planning and advice.
• Grow business through business development and referrals.
• Develop best practices for maintaining strong client relationships.

Skills

Team-oriented, relationship-driven advisor

Strong communicator

High attention to detail

Strong critical thinking skills

Education

Certified Financial Planner (CFP) designation

Bachelor’s degree

Tools

Financial planning software (MoneyGuide or eMoney)

Job description

Overview

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.

We are seeking individuals who are team-oriented, relationship-driven, and curious to join our team.

The Role

We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.

Key Responsibilities

• Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:
• Financial planning and budgeting
• Holistic balance sheet advisement (including cash and debt)
• Asset allocation and investments
• Estate and tax planning
• Insurance analysis and review
• Charitable Strategy
• Responsible for growing business through business development and referral generation from clients
• Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients
• Demonstrate a genuine involvement in the local community
• Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships

Key Skills

• Team-oriented, relationship-driven advisor
• High integrity, honest, respectful individual
• Curious and coachable disposition
• Passionate about serving clients
• Strong ability to foster relationships both externally and internally
• Demonstrated strong work ethic
• Good communicator with superior written and oral communication skills
• High attention to detail and well organized
• Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives
• High standards of professionalism while working with clients and team members

Key Qualifications

• Certified Financial Planner (CFP) designation - required
• Five years of relevant experience managing all facets of wealth management - required
• Bachelor’s degree - required
• Experience serving physicians is preferred but not required
• Demonstrate strong, established client relationships
• Experience with financial planning software (MoneyGuide or eMoney)

The base salary will be commensurate with an individual’s work experience and educational background. US Pay Range: $120,000 - $200,000 USD

Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values: ACCOUNTABILITY, CURIOSITY, TEAMWORK, INCLUSION, SERVICE COMMITMENT. We are driven to act, work with integrity, and deliver results; we listen, stay curious, and are eager to learn; we build strong relationships, celebrate success, and partner for greater impact; we respect, recognize, and encourage the differences that make us stronger—we are better together; we demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits

Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.